Paralegal

Position: Estate Planning and Probate Paralegal

Location: Hoekenga Machado & Lyon, LLC - Sandy Hook, CT

Type: Full-Time - In Office

Job Overview:

We are seeking an experienced and detail-oriented Estate Planning and Probate Paralegal to join our team. This job is in-person in our office located in Sandy Hook (Newtown), CT. The ideal candidate will have at least three years of experience in estate planning and probate law, and will be comfortable managing probate estates, drafting legal documents, and working directly with clients. If you are passionate about helping individuals navigate the complexities of estate planning and probate processes, work well independently, and enjoy working in a positive office environment, we would love to hear from you.

Key Responsibilities:

• Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives. Experience with the Wealth Counsel drafting program is a major plus!
• Assist attorney with preparing probate petitions and filing with the Probate Court.
• Manage probate estates from start to finish, including gathering assets, notifying creditors, and preparing accounting and distribution documents.
• Communicate with clients, heirs, and beneficiaries regarding probate processes, estate distributions, and legal requirements.
• Maintain and organize case files, documents, and correspondence related to estate planning and probate matters.
• Schedule and manage deadlines for court filings and other important tasks.
• Provide general administrative support as needed, including drafting correspondence, returning calls to clients, and organizing documentation.
• Experience with Elder Law, Medicaid, and the applicant process is a plus!

Qualifications:

• Paralegal experience working within a law firm environment.
• Strong knowledge of estate planning documents, probate processes, and relevant state laws.
• Proven ability to manage probate estates and prepare necessary filings.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail, with the ability to manage multiple tasks and meet deadlines independently.
• Proficiency with Microsoft Office Suite and experience using case management software. Experience with Caret is a plus!
• Paralegal certification or relevant legal education preferred.

What We Offer:

• Competitive pay based on experience.
• Opportunity for professional growth and development.
• A supportive and collaborative environment working directly with the Estate Planning & Probate attorney.

How to Apply:

Please submit your resume, along with a cover letter detailing your experience in estate planning and probate law, to nicole@hdmlegal.com or apply through really. We look forward to reviewing your application!

• Hoekenga Machado & Lyon, LLC is an equal opportunity employer.

Job Type: Full-time

Expected hours: No more than 40 per week

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Sandy Hook, CT 06482 (Required)

Work Location: In person